Position in NEE
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$314,305
+$42,638 QoQ
Shares Held
3,384
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Capstone Wealth Management Group LLC holds $515,690 across 2 Utilities - Regulated Electric names. NEE ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,384 | $314,305 | |
| 2 | DUK |
Duke Energy CORP
|
1,538 | $201,385 |
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,305 | 3,384 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $271,667 | 3,384 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $255,458 | 3,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $231,446 | 3,334 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $236,347 | 3,334 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $267,690 | 3,734 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||